Erin Doan, financial advisor Ludington MI

Erin Doan

CRD Number: 4656386
Current Firm: State Farm Investment Management Corp.

Erin Doan (CRD# 4656386) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Ludington, MI and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp Ludington, MI Apr 2022 - Current 2
Erin Doan Insurance Agency Ludington, MI May 2018 - Current 6
State Farm Vp Management Corp. Ludington, MI May 2018 - Current 6
State Farm Investment Management Corp Ludington, MI Aug 2018 - Sep 2019 1
Erin Doan Insurance Agency Scottville, MI Oct 2005 - May 2018 12
State Farm Vp Management Corp. Scottville, MI Apr 2003 - May 2018 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2003
S65 NASAA Investment Advisors Law Examination Mar 2022
Contact Info for Erin S. Doan
Phone Number: 800-447-0740
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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